Amazon and Alphabet are two market leaders in cloud computing.
Two of the big three cloud computing companies are Alphabet (GOOGL +1.40%) (GOOG +1.36%) and Amazon (AMZN +1.27%). While both Google Cloud and AWS (Amazon Web Services) have seen solid growth, Alphabet’s stock far outpaced Amazon’s in 2025, climbing nearly 60% as of this writing, versus a modest gain for Amazon.
Let’s look at which stock is set to outperform in 2026.
Image source: Getty Images.
The case for Alphabet
Alphabet has been one of the best-performing mega-cap tech stocks in 2025, largely because it was able to flip the script from being viewed as an AI loser to perhaps having the potential to be one of the biggest AI winners. While the company turned in some strong numbers, its performance was much more about changing perceptions.
It did this largely through the advancements with its Gemini foundational large language model (LLM) and custom artificial intelligence (AI) chips. Gemini has become one of the best…
https://www.fool.com/investing/2025/12/21/alphabet-vs-amazon-which-stock-outperform-2026/
